2012 -2014 Chief Executive Officer and Principal @ Wealth & Income Management Group, LLC
2009 -2012 CEO, President and Founder @
2006 -2009 Executive Vice President and National Sales Manager @
2004 -2006 Managing Director and National Sales Manager @
2000 -2004 Sr. Vice President- Southwest Region @ ATEL Capital Group
1996 -2000 Financial Advisor @
Aaron Cook Education
The College for Financial Planning
APMA (Accredited Portfolio Management Advisor)
2014-2015
Aaron Cook Skills
Forecasting
Change Management
Pricing
Commercial Lending
Risk Management
Commercial Mortgages
Key Account Development
Strategic Planning
Mergers and Acquisitions
Disposition
Aaron Cook Summary
Aaron Cook, based in Los Angeles, CA, US, is currently a Chief Executive Officer at AGC Wealth Advisors Inc. Aaron Cook brings experience from previous roles at Ameriprise Financial Services, LLC, Wealth & Income Management Group, LLC, Steadfast Capital Markets Group and CORE Realty Holdings, LLC. Aaron Cook holds a 2014 - 2015 APMA in Accredited Portfolio Management Advisor @ The College for Financial Planning. With a robust skill set that includes Forecasting, Change Management, Pricing, Commercial Lending, Risk Management and more. Aaron Cook has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Aaron Cook?
Find contact details for 700 million professionals.